James John Varaklis
Fundador en IBEX Wealth Advisors LLC .
Perfil
Mr. James J.
Varaklis is a Chief Compliance Officer at IBEX Wealth Advisors LLC.
He is also a Co-Founder of the firm.
He has over 25 years of experience in the financial services industry.
He provides investors with objective advice, flexible investment strategies, and complete transparency, utilizing an open architecture approach to investing.
He holds a Bachelor of Science degree from Fairleigh Dickinson University.
He also holds Certified Financial Planner designation (CFP) and the Financial Industry Regulatory Authority (FINRA) Series 7, 31 and 24 registrations and the Series 66.
Cargos activos de James John Varaklis
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IBEX Wealth Advisors LLC
IBEX Wealth Advisors LLC Investment ManagersFinance IBEX Wealth Advisors LLC (IBEX) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bedminster, New Jersey. The firm was founded in 2014 by Glenn E. Stephenson, James J. Varaklis, and Phillip Rongo. IBEX provides discretionary investment advisory services on a fee basis to successful individuals, families, and institutions. | Fundador | 01/12/2012 |
Formación de James John Varaklis.
Fairleigh Dickinson University | Undergraduate Degree |
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IBEX Wealth Advisors LLC
IBEX Wealth Advisors LLC Investment ManagersFinance IBEX Wealth Advisors LLC (IBEX) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bedminster, New Jersey. The firm was founded in 2014 by Glenn E. Stephenson, James J. Varaklis, and Phillip Rongo. IBEX provides discretionary investment advisory services on a fee basis to successful individuals, families, and institutions. | Finance |
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